Managing contacts with ACT! 2005: covers ACT! 2005 and ACT! 2005 Premium for workgroups

Managing Contacts with ACT! 2005......Page 2
Team DDU......Page 1
Contents......Page 12
Introduction......Page 30
Stability......Page 34
Security......Page 35
Contact Management......Page 36
Lookups and Queries......Page 37
Groups......Page 38
Calendars......Page 39
Activities......Page 40
Activity Series......Page 41
E-mail......Page 42
Document Management......Page 43
Opportunity Management......Page 44
Opportunity Dialog Box......Page 45
Synchronization......Page 46
Field Structure......Page 48
Internet Services......Page 49
Database Maintenance......Page 50
Other New Features......Page 51
Task A Installing ACT! on a Workstation......Page 52
Task B Updating Your Installation......Page 53
Task C Installing the ACT! Instance of Microsoft SQL Server 2000......Page 54
Task A Registering and Activating Your Copy of ACT!......Page 55
Task A Converting an Existing ACT! Database......Page 56
Task B Converting Ancillary ACT! 3-6 Files......Page 57
Task A Opening a Database on a Local Computer......Page 58
Task B Sharing a Database......Page 59
Task A Find and Correct the My Record......Page 60
Task A Creating a New Contact......Page 61
Task B Duplicating an Existing Contact......Page 62
Task C Deleting a Single Contact......Page 63
Task D Deleting Multiple Contacts......Page 64
Task A Adding a Secondary Contact......Page 65
Task B Editing and Deleting Secondary Contacts......Page 66
Task C Promoting a Secondary Contact......Page 67
Task A Specifying a First, Middle, and Last Name......Page 68
Task B Setting Name Preferences......Page 69
Task C Updating Salutations......Page 70
Task A Inserting a Note for a Contact......Page 71
Task B Entering a Note for Multiple Contacts......Page 72
Task A Attaching a File to a Contact Record......Page 73
Task B Viewing an Attached File......Page 74
Task A Finding Duplicate Contacts......Page 75
Task B Combining Duplicate Contacts......Page 76
Task A Mass Replacing a Field Value......Page 77
Task B Swapping Field Values......Page 78
Task C Copying Fields......Page 79
Task A Adding a New Company......Page 80
Task B Deleting a Company......Page 81
Task A Associating Contacts with Companies......Page 82
Task B Auto-Updating Company/Contact Address Data......Page 83
Task A Adding a New Division......Page 84
Task A Looking Up All Contacts......Page 86
Task B Looking Up Basic Fields......Page 87
Task C Looking Up Other Fields......Page 88
Task D Performing Greater Than/Less Than Lookups......Page 89
Task E Performing Right-Click Lookups......Page 90
Task A Looking Up Empty Fields......Page 91
Task B Looking Up Non-Empty Fields......Page 92
Task A Replacing a Lookup......Page 93
Task B Adding to a Lookup......Page 94
Task C Narrowing a Lookup......Page 95
Task A Looking Up on Company Fields......Page 96
Task B Saving a Lookup as a Company......Page 97
Task A Looking Up All Group Members......Page 98
Task B Finding a Group by Name......Page 99
Task C Looking Up Groups by Other Fields......Page 100
Task D Saving a Lookup as a Group......Page 101
Task A Looking Up All Opportunities......Page 102
Task B Looking Up a Specific Opportunity by Name......Page 103
Task C Looking Up Opportunities by Other Fields......Page 104
Task D Using the Filter to Lookup Opportunities......Page 105
Task A Looking Up Annual Events......Page 106
Task A Looking Up Modified Contacts......Page 107
Task A Searching for a Specific Keyword......Page 108
Task A Searching for a Field Value......Page 109
Task B Searching for Multiple Field Values......Page 110
Task C Converting a Lookup By Example to an Advanced Query......Page 111
Task A Performing an Advanced Query......Page 112
Task B Saving an Advanced Query......Page 113
Task C Editing an Existing Query......Page 114
Task A Launching the Contact List View......Page 116
Task B Sorting Contacts......Page 117
Task C Searching for Contacts in the Contact List View......Page 118
Task A Looking Up Tagged Contacts......Page 119
Task B Omitting Tagged Contacts......Page 120
Task A Adding Columns......Page 121
Task B Removing Columns......Page 122
Task C Rearranging Columns......Page 123
Task A Exporting the Contact List View to Excel......Page 124
Task A Creating a Group......Page 126
Task B Creating a Subgroup......Page 127
Task C Deleting Groups or Subgroups......Page 128
Task D Renaming an Existing Group......Page 129
Task E Converting Groups to Companies......Page 130
Task A Adding Static Members to a Group......Page 131
Task B Adding Selected Contacts to a Group......Page 132
Task C Removing Contacts from a Group......Page 133
Task D Changing Dynamic Group Membership......Page 134
Task E Saving the Current Lookup to a Group......Page 135
Task A Looking Up Group Members......Page 136
Task B View Group Membership for a Contact......Page 137
Task A Associating Notes and History Entries......Page 138
Task B Associating Activities with a Group......Page 139
Task C Associating Opportunities with a Group......Page 140
Task D Viewing Associated Items in the Groups View......Page 141
Task A Viewing Your Calendar......Page 142
Task B Using the Mini Calendar......Page 143
Task C Filtering the Calendar......Page 144
Task A Scheduling an Activity......Page 145
Task B Editing/Rescheduling an Existing Activity......Page 146
Task C Adding Activity Details......Page 147
Task D Automatically Creating an E-mail for Activity Participants......Page 148
Task E Scheduling a Private Activity......Page 149
Task F Scheduling a Global Event......Page 150
Task A Clearing an Activity......Page 151
Task B Erasing an Activity......Page 152
Task C Recording a History of an Unscheduled Activity......Page 153
Task A Filtering the Task List......Page 154
Task B Editing Activities in the Task List......Page 155
Task C Sorting the Task List......Page 156
Task D Changing Task List Columns......Page 157
Task A Creating/Removing Activity Types......Page 158
Task B Creating/Removing Custom Priorities......Page 159
Task A Creating Resources......Page 160
Task B Checking Resource Availability......Page 161
Task C Scheduling a Resource......Page 162
Task A Scheduling an Activity for Multiple Contacts......Page 163
Task B Scheduling a Recurring Activity......Page 164
Task A Creating an Activity Series Template......Page 165
Task B Editing an Activity Series Template......Page 166
Task C Scheduling an Activity Series......Page 167
Task A Granting Calendar Access......Page 168
Task B Viewing Meeting Invitations......Page 169
Task A Setting Calendar Preferences......Page 170
Task B Setting Scheduling Preferences......Page 171
Task A Printing a Standard Calendar......Page 172
Task B Quick Print a Calendar View......Page 173
Task A Filtering the Opportunity List......Page 174
Task B Looking Up Opportunities......Page 175
Task C Customizing the Opportunity List Columns......Page 176
Task A Entering a New Opportunity......Page 177
Task B Editing an Existing Opportunity......Page 178
Task C Closing an Opportunity......Page 179
Task D Deleting an Opportunity......Page 180
Task A Writing a Quote for an Opportunity......Page 181
Task B Editing the Quote Template......Page 182
Task A Exporting the Opportunity List to Excel......Page 183
Task B Viewing Excel Pivot Tables for Opportunity Data......Page 184
Task A Creating a Sales Process......Page 185
Task B Modifying an Existing Sales Process......Page 186
Task C Looking Up Contacts by Opportunity Stage......Page 187
Task A Adding Items to the Product List......Page 188
Task B Modifying the Product List......Page 189
Task C Importing a Product List......Page 190
Task A Changing the Opportunity User Fields......Page 191
Task A Running Opportunity Reports......Page 192
Task B Filtering Opportunity Reports......Page 193
Task C Running an Opportunity Graph......Page 194
Task D Running an Opportunity Pipeline......Page 195
Task A Setting the Default Word Processor......Page 196
Task A Writing Letters, Memos, and Fax Cover Pages......Page 197
Task B Writing Other Template-Based Letters......Page 198
Task C Creating a History of a Letter Sent......Page 199
Task A Printing Standard Envelopes......Page 200
Task B Creating Envelope Templates......Page 201
Task C Editing Envelope Templates......Page 202
Task A Printing Standard Avery Labels......Page 203
Task B Creating Non-Standard Label Templates......Page 204
Task A Creating a Letter Template from Scratch......Page 206
Task B Editing an Existing Letter Template......Page 207
Task A Inserting Field Placeholders......Page 208
Task B Inserting My Record Field Placeholders......Page 209
Task C Testing Letter Templates......Page 210
Task A Configuring Page Setup Options......Page 211
Task B Formatting Text......Page 212
Task C Formatting a Paragraph......Page 213
Task D Inserting Tables......Page 214
Task E Spell Checking a Document......Page 215
Task A Preparing for a Mail Merge......Page 216
Task B Ensuring Complete Data for a Mail Merge......Page 217
Task A Performing a Mail Merge......Page 218
Task B Printing Letters and Creating a Letter Sent History......Page 219
Task A Adding a Document......Page 220
Task B Removing a Document......Page 221
Task C Viewing an Attached Document......Page 222
Task A Attaching a File to a Contact......Page 223
Task B Launching an Attached File......Page 224
Task A Setting ACT! to Work as a Stand-alone E-mail Client......Page 226
Task B Setting ACT! to Work with Microsoft Outlook......Page 227
Task C Setting E-mail Signatures......Page 228
Task D Setting E-mail Composing Options......Page 229
Task A Checking Your Messages......Page 230
Task B Creating New E-mail Folders......Page 231
Task A Composing a Message to an ACT! Contact......Page 232
Task B Composing a Message to a Non-ACT! Contact......Page 233
Task A Setting the Default E-mail History Options......Page 234
Task B Recording a History for Outgoing E-mails......Page 235
Task A Creating an E-mail Template......Page 236
Task B Editing and Existing E-mail Templates......Page 237
Task A Formatting Basic Text......Page 238
Task B Inserting E-mail Merge Field Placeholders......Page 239
Task C Inserting an Image......Page 240
Task D Adding a Table......Page 241
Task E Adding Hyperlinks to a Template......Page 242
Task A Performing a Mail Merge......Page 243
Task A Creating an ACT! Address Book in Outlook......Page 244
Task B Setting Default Attachment Options......Page 245
Task A Sending an E-mail to an ACT! Contact......Page 246
Task B Checking E-mail Properties for an ACT! Contact......Page 247
Task C Specifying Message History Options......Page 248
Task A Attaching a Single E-mail to an ACT! Contact......Page 249
Task B Attaching Multiple E-mails to an ACT! Contact......Page 250
Task A Updating ACT! and Outlook Activities......Page 251
Task B Removing Shared ACT!/Outlook Activities......Page 252
Task A Attaching a Web Page to a Contact......Page 254
Task B Viewing an Attached Web Page......Page 255
Task C Launching Web Sites in URL Fields......Page 256
Task A Generating a Map for a Contact......Page 257
Task B Generating Driving Directions......Page 258
Task A Running a Standard Report......Page 260
Task B Running a Custom Report......Page 261
Task A Filtering an Activity Report......Page 262
Task B Filtering a History Report......Page 263
Task C Filtering an Opportunity Report......Page 264
Task A Creating a Report Template from Scratch......Page 265
Task B Editing an Existing Report Template......Page 266
Task A Adding Fields......Page 267
Task B Adding Text Objects......Page 268
Task C Adding Lines and Shapes......Page 269
Task D Using the Properties Window......Page 270
Task A Testing a Report in the Report Designer......Page 271
Task A Creating a Custom Command......Page 272
Task B Adding a Command to the Menus and Toolbars......Page 273
Task C Creating a Custom Keyboard Shortcut......Page 274
Task D Resetting Menus and Toolbars......Page 275
Task A Changing Navigation Bar Options......Page 276
Task B Customizing Navigation Bar Icons......Page 277
Task A Backing Up Your Database and Supplemental Files......Page 278
Task B Restoring a Backup......Page 279
Task A Checking and Repairing Database......Page 280
Task A Removing Old Data......Page 281
Task A Viewing Server Information......Page 282
Task B Viewing Database Audit Logs......Page 283
Task C Deleting a Database......Page 284
Task A Creating a Local Database......Page 286
Task B Sharing a Database......Page 287
Task C Moving a Database......Page 288
Task A Adding Users......Page 289
Task B Deleting Users......Page 290
Task C Editing an Existing User......Page 291
Task A Adding Fields to the Database......Page 292
Task B Editing Field Attributes......Page 293
Task C Managing Drop-Downs......Page 294
Task D Deleting Fields from a Database......Page 295
Task A Opening the Layout Designer......Page 296
Task B Adding Fields to a Layout......Page 297
Task C Managing Tabs......Page 298
Task D Adding Objects to a Layout......Page 299
Task E Setting Field Entry Order......Page 300
Task A Setting General Preferences......Page 301
Task B Setting Color and Font Preferences......Page 302
Task C Setting Calendar and Scheduling Preferences......Page 303
Task D Setting Communication Preferences......Page 304
Task E Setting Startup Preferences......Page 305
Task A Controlling Duplicate Merging During Imports......Page 306
Task B Importing a Text File......Page 307
Task C Exporting Contact Data......Page 308
Main Differences Between ACT! 60 Sync and 2005 Sync......Page 310
Task A Enabling Synchronization......Page 311
Task B Creating a Sync Set......Page 312
Task C Managing the Subscription List......Page 313
Task D Creating a Remote Database......Page 314
Task E Restoring a Remote Database......Page 315
Task A Installing the Sync Service......Page 316
Task B Performing a Synchronization......Page 317
Task C Setting an Automatic Sync Schedule......Page 318
Task A Recreating a Remote Database......Page 319
Task B Viewing the Synchronization Log......Page 320
Task C Looking Up Synchronized Records......Page 321
Task A Finding ACT! Certified Consultants (ACT! CCs)......Page 322
Task B Finding ACT! Premier Trainers......Page 323
Task C Finding ACT! Advantage Technical Support......Page 324
Task A Searching the Knowledge Base......Page 325
Noteworthy Add-Ons......Page 326
ASDS Computer......Page 327
Crossroads Automation Solutions......Page 328
eGrabber......Page 329
Index......Page 332